The 2018 NAPA 401(k) Summit, held April 15-17 in Nashville, got rave reviews from attendees, speakers and exhibitors alike. This year’s attendance totaled over 2,000, including about 1,100 advisors from across the country.You can get a taste of the five general sessions and 29 workshop sessions (... READ MORE

Despite the 4-1 vote by the Securities and Exchange Commission to release for public comment its fiduciary proposals, the commissioners apparently (still) have issues with the current version.In unveiling the package, SEC Commissioner Jay Clayton stated as motivations for this initiative: investor... READ MORE

The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans.A recent call with a financial advisor from Massachusetts is... READ MORE

Is your firm still using outdated marketing practices to try to generate new leads? That apparently won’t cut it if you want to survive in today’s market.To increase your reach with potential clients and solidify your brand, it is essential to move beyond outdated marketing efforts by leveraging... READ MORE

Members of a House subcommittee pressed IRS representatives this week to explain their recent decision to dramatically increase the cost to small businesses of remedying retirement plan mistakes.An April 17 hearing held by the House Small Business Subcommittee on Economic Growth, Tax, and Capital... READ MORE

Among all current generations, Generation Xers have faced some of the toughest cultural and financial headwinds, but they have found a way to get things done, according to 2018 NAPA 401(k) Summit keynote speaker Neil Howe.Howe – a best-selling author and renowned authority on generations in America... READ MORE

Jack Towarnicky, Executive Director of the Plan Sponsor Council of America, shared some highlights of the organization’s recently completed 2017 Annual Survey of Profit Sharing and 401(k) Plans in an April 16 workshop session at the NAPA 401(k) Summit.Joined by moderator Doug Prince, CEO of... READ MORE

Not convinced yet that health savings accounts should be incorporated in your retirement savings conversation with clients? Panelists at a workshop session on the opening day of the 2018 NAPA 401(k) Summit sought to dispel any reluctance about doing so.Serving as the “provocateur,” Ryan Tiernan,... READ MORE

The financial sector spent $90 billion on cybersecurity last year. What keeps the technologists in charge of financial firms’ cybersecurity efforts up at night?Rachel Wilson, head of cybersecurity for Morgan Stanley’s Wealth Management unit, shared the major concerns and provided some cybersecurity... READ MORE

The National Association of Plan Advisors welcomed Jeffery Acheson, CPFA, as its 2018-2019 President at the opening session of the 2018 NAPA 401(k) Summit in Nashville April 15.Acheson has nearly 40 years of experience with advising and educating clients, providing industry leadership and building... READ MORE

As National Retirement Planning week draws to a close, we asked NAPA Net readers to weigh in on the subject of retirement planning – and what’s holding people back.Surveys continue to show that most Americans have never made even a single attempt to do a retirement needs calculation – while the... READ MORE

We’re on our way – see you in Nashville! Want a quick overview of all you have to look forward to?While it won’t replace the conference app (be sure to download before you go!), there’s no better one page summary of all that’s going on at the nation’s retirement plan advisor convention!Check it out... READ MORE